PTLC vs. USPX
Compare and contrast key facts about Pacer Trendpilot US Large Cap ETF (PTLC) and Franklin U.S. Equity Index ETF (USPX).
PTLC and USPX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PTLC is a passively managed fund by Pacer that tracks the performance of the Pacer Trendpilot U.S. Large Cap Index. It was launched on Jun 11, 2015. USPX is a passively managed fund by Franklin Templeton that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Jun 1, 2016. Both PTLC and USPX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PTLC vs. USPX - Performance Comparison
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PTLC vs. USPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTLC Pacer Trendpilot US Large Cap ETF | -5.61% | 5.10% | 24.31% | 16.78% | -8.62% | 27.90% | -1.15% | 17.58% | 1.49% | 21.41% |
USPX Franklin U.S. Equity Index ETF | -4.61% | 17.78% | 24.97% | 27.07% | -18.88% | 19.53% | 9.72% | 26.60% | -7.78% | 23.80% |
Returns By Period
In the year-to-date period, PTLC achieves a -5.61% return, which is significantly lower than USPX's -4.61% return.
PTLC
- 1D
- 1.45%
- 1M
- -6.19%
- YTD
- -5.61%
- 6M
- -3.19%
- 1Y
- 3.04%
- 3Y*
- 12.35%
- 5Y*
- 9.42%
- 10Y*
- 10.22%
USPX
- 1D
- 2.97%
- 1M
- -4.14%
- YTD
- -4.61%
- 6M
- -2.31%
- 1Y
- 17.50%
- 3Y*
- 18.33%
- 5Y*
- 10.30%
- 10Y*
- —
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PTLC vs. USPX - Expense Ratio Comparison
PTLC has a 0.60% expense ratio, which is higher than USPX's 0.03% expense ratio.
Return for Risk
PTLC vs. USPX — Risk / Return Rank
PTLC
USPX
PTLC vs. USPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacer Trendpilot US Large Cap ETF (PTLC) and Franklin U.S. Equity Index ETF (USPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PTLC | USPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.26 | 0.94 | -0.67 |
Sortino ratioReturn per unit of downside risk | 0.42 | 1.46 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.22 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.46 | -1.07 |
Martin ratioReturn relative to average drawdown | 1.04 | 7.02 | -5.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PTLC | USPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.26 | 0.94 | -0.67 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.64 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.71 | -0.08 |
Correlation
The correlation between PTLC and USPX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PTLC vs. USPX - Dividend Comparison
PTLC's dividend yield for the trailing twelve months is around 1.13%, less than USPX's 1.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTLC Pacer Trendpilot US Large Cap ETF | 1.13% | 1.06% | 0.67% | 1.18% | 1.26% | 0.73% | 1.08% | 1.10% | 1.00% | 0.97% | 1.08% | 0.42% |
USPX Franklin U.S. Equity Index ETF | 1.20% | 1.07% | 1.23% | 1.35% | 2.21% | 2.40% | 2.51% | 3.07% | 2.91% | 2.60% | 4.89% | 0.00% |
Drawdowns
PTLC vs. USPX - Drawdown Comparison
The maximum PTLC drawdown since its inception was -26.63%, smaller than the maximum USPX drawdown of -31.21%. Use the drawdown chart below to compare losses from any high point for PTLC and USPX.
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Drawdown Indicators
| PTLC | USPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.63% | -31.21% | +4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -8.77% | -12.48% | +3.71% |
Max Drawdown (5Y)Largest decline over 5 years | -15.17% | -24.60% | +9.43% |
Max Drawdown (10Y)Largest decline over 10 years | -26.63% | — | — |
Current DrawdownCurrent decline from peak | -7.45% | -6.45% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -5.70% | -4.51% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.28% | 2.60% | +0.68% |
Volatility
PTLC vs. USPX - Volatility Comparison
The current volatility for Pacer Trendpilot US Large Cap ETF (PTLC) is 4.59%, while Franklin U.S. Equity Index ETF (USPX) has a volatility of 5.35%. This indicates that PTLC experiences smaller price fluctuations and is considered to be less risky than USPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTLC | USPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 5.35% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 9.71% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.60% | 18.75% | -7.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.80% | 16.15% | -4.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.17% | 15.98% | -2.81% |